Actual Budget MCP server

Get Budget

Gets the budget for one month: totals plus budgeted, spent and balance per category (amounts in cents).

2 fields

Import Transaction

Adds one transaction to an account. Actual runs your rules on it and skips it when the Imported ID was already imported.

10 fields

Import Transactions

Imports many transactions into one account. Amounts are integer cents (-1250 = -12.50). Rows whose imported_id was already imported are skipped.

2 fields

Get Categories

Gets every budget category as a flat list.

Get Accounts

Gets every account in the budget (open and closed).

Find Payees

Finds payees whose name contains the search text (all payees when empty).

1 field

Find Transactions

Finds transactions in a date range, optionally filtered by account, payee, category, amount or text.

9 fields

Update Transaction

Changes fields of an existing transaction. Empty fields are left unchanged.

8 fields

Delete Transaction

Deletes a transaction (and its splits). This cannot be undone from the flow.

1 field

Set Budget Amount

Sets how much is budgeted for a category in a month (replaces the current amount).

3 fields

Run Bank Sync

Pulls new transactions from the bank for one linked account, or for all linked accounts.

1 field

New Transaction

Triggers when a transaction dated within the last 7 days (or later) is added to an account. Split transactions trigger once, with their splits.

1 field